- Deliveroo‘s first-quarter gross transaction value was GBP 1.87 billion, meeting the estimated value.
- In the UK and Ireland, the gross transaction value was GBP 1.18 billion, slightly above the estimate of GBP 1.17 billion.
- Internationally, Deliveroo reported a gross transaction value of GBP 695 million, slightly below the estimate of GBP 715.4 million.
- The total number of orders reached 72.6 million, exceeding the estimation of 71.55 million orders.
- Orders in the UK and Ireland totalled 42.6 million, surpassing the expected 41.59 million orders.
- International orders totaled 30.0 million, which is slightly less than the expected 30.83 million orders.
- Monthly active consumers in the UK and Ireland were 4.0 million, marginally above the estimate of 3.99 million.
- Internationally, monthly active consumers were reported at 3.0 million, slightly below the estimate of 3.01 million.
- The company remains confident in achieving its guidance for 2025, despite an uncertain macroeconomic environment.
- Analyst recommendations for Deliveroo include 13 buys, 4 holds, and 2 sells.
Deliveroo on Smartkarma
Analysts on Smartkarma, a platform for independent research, have provided valuable insights into companies like Deliveroo. Travis Lundy, in the report “UK100 and UK250 Index Rebals: Some Interesting Trades,” highlighted the successful predictions made by Janaghan Jeyakumar, CFA, regarding changes in the UK100 and UK250 indices. Lundy noted special mentions for specific companies like Mobico Group, emphasizing their significance.
Janaghan Jeyakumar, CFA, in reports such as “Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!” and “Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade,” discussed potential index changes for Deliveroo and other companies. The detailed analysis by Jeyakumar points towards upcoming shifts in the indices, with a focus on outperforming stocks and strategic trading opportunities surrounding the December 2024 index rebalance event.
A look at Deliveroo Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 1 | |
| Growth | 4 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Deliveroo PLC, a company providing software solutions for online food delivery, has received a mixed bag of Smartkarma Smart Scores. While scoring high in growth and resilience with scores of 4 each, the company has room for improvement in the value and dividend categories, scoring 2 and 1 respectively. The momentum score stands at 3, indicating a moderate outlook in that aspect. This combination of factors suggests a potentially promising long-term outlook for Deliveroo, with significant growth opportunities and a strong ability to weather challenges.
With a focus on expanding its services and adapting to changing market conditions, Deliveroo is positioning itself as a key player in the online food delivery industry. While there are areas that require attention, such as enhancing its value proposition and dividend potential, the company’s robust growth and resilience scores indicate a solid foundation for future success. By leveraging its strengths and addressing any weaknesses, Deliveroo has the potential to cement its position as a leading provider of online food delivery services worldwide.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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